ASSETMARK, INC

Position in VOYA — Voya Financial, Inc.

CIK 1344551 CONCORD, CA

Position in VOYA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$21,093

+$15,081 QoQ

Shares Held

233

+164.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#416

of 513 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $532,480 across 3 Financial Conglomerates names. VOYA ranks #2 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp	13,440	$511,257
2	VOYA	Voya Financial, Inc. This page	233	$21,093
3	FRHC	Freedom Holding Corp.	1	$130

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,093	233	+164.8%	Shares	Sole	2026-07-30
2026-03-31	$6,012	88	+14.3%	Shares	Sole	2026-05-06
2025-12-31	$5,735	77	+755.6%	Shares	Sole	2026-01-23
2025-09-30	$673	9	+50.0%	Shares	Sole	2025-11-06
2025-06-30	$426	6	+50.0%	Shares	Sole	2025-08-04
2025-03-31	$271	4	-63.6%	Shares	Sole	2025-05-06
2024-12-31	$757	11	-64.5%	Shares	Sole	2025-02-06
2024-09-30	$2,455	31	+121.4%	Shares	Sole	2024-11-01
2023-03-31	$1,000	14	-100.0%	Shares	Defined	2023-05-05
2021-09-30	$3,604,452	58,714	+14.3%	Shares	Sole	2021-11-12
2021-03-31	$3,270,077	51,384	-6.7%	Shares	Sole	2021-05-14
2020-12-31	$3,238,490	55,067	-48.3%	Shares	Sole	2021-02-10
2020-09-30	$5,108,427	106,581	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.